Tag Archives: CRM

Convincing Everyone in Your Organization to Embrace CRM

When properly implemented, Customer Relationship Management (CRM) software has the potential to drastically improve a company’s performance and efficiency. However, this can only occur if an organization’s employees fully embrace the CRM tools. This may seem a simple concept, but it is often considered to be the biggest obstacle in …

Dodd Frank: On the Books

We are all familiar with the Dodd-Frank Act, but regardless of our opinions on it one thing is clear: it’s going to happen. It represents the most comprehensive financial reform measures taken since the Great Depression, and with such a massive reform comes massive changes. Specifically, in the way your …

Three CRM Trends to Follow

Some of the major business world booms involve the cloud, social media, and on-the-go technologies. It is no surprise that the following trends are shaping the future of CRMs. Cloud: The origin of customer information that is the most important most likely exists outside company in conversation on social media …

LinkedIn to Outlook to EquityTouch

Want to save time during the work day? Who doesn’t?  Do you find yourself wasting time copying and pasting, or typing in people’s information to create contacts? Thanks to the LinkedIn grab tool, those days of manually typing in information are over. It instantly creates new Outlook contacts without copying, …

The Top 7 Benefits of CRM Software

Yes, it’s true; CRM software does indeed have the capability for any organization to move towards a more efficient way of defining the company-client relationship. Although the standard CRM definition includes better serving existing customers and developing services to recruit new customers, CRM is also a business practice that combines software solutions …

Time for a CRM Evaluation Tune-Up?

As we all know, every business has its own set of individual characteristics: department structures including account management plans sales methodologies established customer processes deal sourcing strategies In addition, every business has its own special requirements needed to keep them on the road to success. One of the elements needed …

Ways to Improve Deal Sourcing

David Teten, CEO of Navon Partners, released a study of how private equity and venture capital funds originate new investments. The study was published in the Winter 2010 issue of the Journal of Private Equity. Teten’s findings offer suggestions of how private equity and venture capital firms can find and …

Deal Sourcing: Stay One Touch Ahead With CRMs

A recent report by the Private Equity Growth Capital Council stated that private equity firms in Massachusetts invested more than $6 billion in Mass-based companies in 2010, ranking number six in terms of deal value1. That money was invested in 57 companies – an average of $105+ million to each …

Raising the Bar for Business CRM Solutions: Simple Customization

If you own or run a business, you know how important it is to manage the relationships you have with your business’s different stakeholder-groups (internal, external, etc.), and to ensure that no relationships turn sour because you failed to maintain them well. So, how exactly does one manage their business …